Tools to deepen client relationships
Advisor resources for giving season
Access everything you need to support year-end giving, whether you have clients who want to explore tax-smart charitable giving strategies, are considering opening a donor-advised fund account, or already have a Schwab Charitable™ account.
Resources for you
We want to make it easy for you to talk to your clients about charitable giving and get to know them on a more personal level. Here are some resources to help you guide those conversations, provide additional value to your clients, and ultimately extend your relationships.
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Advisor webcast
Hear the latest policy developments and news from D.C., plus tax-smart giving strategies for 2023.
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2023 giving strategies
Help your clients determine what to give to charity at year-end to maximize charitable impact and reduce taxes.
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Insight from an advisor
Listen to this advisor describe why charitable planning is an integral part of his firm’s service offering.
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Conversation starters
Read tips to initiate meaningful charitable giving discussions with your clients.
Resources Row Two
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Tax savings calculator
Use this tool with your clients to see if bunching contributions makes sense for them.
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Giving Guide
Explore this award-winning guide with your clients to help them develop a comprehensive giving strategy.
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Family philanthropy series
Learn strategies to navigate family philanthropy and pass-down charitable values with this award-winning series.
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Ready to connect?
We’re here to answer your questions, provide helpful insights and information, and support you.
Strategies and supporting materials to share with clients
Schwab Charitable is committed to providing materials like these to help educate donors and make charitable giving more tax-smart, simple, and efficient. You're welcome to share these items with your clients and prospects.
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Bunching contributions
Help clients understand the tax benefits of bunching charitable contributions.
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Foundation evaluation
Explore considerations for clients thinking about opening or converting a private foundation.
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Family philanthropy
See strategies to involve family members, pass down values, and leave a legacy.
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Non-cash contributions
Show clients how to maximize charitable impact by donating appreciated non-cash assets.
Resources to manage Schwab Charitable accounts
Here are some commonly accessed tools and resources for clients with an existing Schwab Charitable account or those who are considering opening one.
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Forms and applicationsGet Schwab Charitable forms and applications.
- Login to Schwab Advisor Center to open a Schwab Charitable account or access other forms
- See additional instructions and commonly-accessed advisor forms
- Share donor versions of forms
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Other account detailsAccess other relevant information for managing Schwab Charitable accounts.
Related Resources row two
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How-to videosSee how simple it is to give through Schwab Charitable.
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Year-end guidelinesRefer to critical dates to ensure contributions and grants are processed by year-end.
Ready to connect with us? Submit this form to ask a question or request an advisor information kit.